The Team

We are a service-focused team with over 45 combined years working in wealth management. Despite our significant experience and credentials, each team member is committed to continuous learning. We are highly motivated to serve and partner with intentional, purpose-driven families and individuals who long to see heaven’s culture pulled into the earth, one financial decision at a time. To that end, we always welcome your feedback on how we can serve you better.

Although Wealth Squared is a virtual practice, we’re made up of real, down-to-earth, helpful people that you can call directly…no call centers here! Get to know us better by understanding our Core Values and exploring our bios below. We look forward to being of service to you as you live out your priorities and values and let your financial decisions carve out a meaningful pathway for your life.